Chesapeake Financial Advisors

05/12/2026

We're proud to be one of many great sponsors for the 11th Annual All Day Hall Day! A 24 hour celebration of everything Calvert Hall College that supports the important mission of preparing a diverse community of young men to achieve their full potential utilizing their unique talents. Come out to Calvert Hall and check out all the fun this Friday, May 15, 2026. Go Hall!

04/20/2026

Big news: Chesapeake Financial Advisors has been nominated for Baltimore Sun’s Best 2026 Financial Advisor. We’d love your vote and your support as we try to bring this one home. Thanks for being in our corner!

Check it out now!

01/26/2026

📣 The 2025 Tax Filing Season Is Officially Underway!

Today marks the start of the 2025 tax filing season. As always, our team is here to help you stay organized, proactive, and confident throughout the process.

If you have tax documents coming in or questions along the way, don’t hesitate to reach out, we’ll be guiding you every step of the way.

01/10/2026

Download our Annual Tax Planning & Strategy Guide here!

We are pleased to announce the delivery of our 2025 Annual Tax Strategy Guide. This comprehensive guide is designed to help you navigate the current tax landscape, optimize your tax & financial planning, and identify key strategies now and for the year ahead. In this guide, you will find important u...

12/20/2025

Thank you Calvert Hall College Alumni we’re happy to play a small role in such a great tradition of community, thanksgiving and brotherhood.

Today we’re shining the Sponsor Spotlight on Chesapeake Financial Advisors and Tom Taylor ’89, sponsors of this year’s Homecoming Koozie sponsor. Thank you for your continuous support over the years and for helping make Homecoming 2025 such a fun and memorable experience for our alumni.

05/26/2025

As we enjoy the freedoms of today, we pause to remember the courage and sacrifice of those who made it possible. Wishing you a meaningful Memorial Day. 🇺🇸

03/11/2025

March’s Employee Spotlight! ⭐
 
Meet Katie, our Director of Client Services!
 
As the company’s very first employee, she says she has truly grown up at Chesapeake Financial Advisors. Over the past 14 years, she’s gotten married, had four daughters, and grown to love her work family, including clients and coworkers.
 
Outside of the office, you can find her spending time with her family, reading, traveling, or checking out the newest restaurant.
 
Thank you, Katie, for all that you do!

03/04/2025

🌟 March is here, and so is tax season!  

Don’t stress—our experts are here to help you file confidently and maximize your return. 🗂️ 

Click the link in our bio to schedule a free consultation!

02/27/2025

Tax season doesn’t have to be stressful. With our professional tax preparation resources, you’ll have peace of mind knowing your returns are accurate and optimized. ✅

Here’s how we can support you:

✔️ Personalized service to fit your unique situation.
✔️ Strategies to help you maximize deductions and minimize liabilities.
✔️ Transparent communication every step of the way.

Let us simplify the tax process for you this year. Click the link in our bio to set up a free consultation! 💼

02/19/2025

February’s Employee Spotlight! ⭐
 
Meet Jill, our Director of Opportunities!
 
Day to day, she builds relationships and ensures that our prospective clients know about and experience our white-glove client service. As the first contact for our prospective clients, she uses her passion for helping others to ensure that clients feel her energy for the firm.
 
Outside of the office, you can find her spending time with her husband, children, and two dogs, reading, cooking, and vacationing at the beach!